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Montello Insurance Agency IncC — SBA Loan Record (Hyannis, MA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/MA

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SBA lending record

Montello Insurance Agency IncC

760 Main St, Hyannis, MA · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

Is Montello Insurance Agency IncC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$50,000 — FY2025

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Current
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/10/2024
First disbursement: 12/19/2024
Days to fund: 9 days
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: TD Bank, National Association
Address: 760 Main St
City: Hyannis
County: Barnstable
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 9

The lender

TD Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Massachusetts Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Massachusetts

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Montello Insurance Agency, Inc

Hyannis, MA· ~0 mi

Insurance Agencies and Brokerages

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

WOODLAND INSURANCE AGENCY, INC.

Hanson, MA· ~38 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Kevin B. Hufnagle

Marshfield, MA· ~39 mi

Insurance Agencies and Brokerages

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Wright Insurance Agency Inc

South Yarmouth, MA· ~5 mi

Insurance Agencies and Brokerages

$850K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Hollis Insurance Agency, Inc

Plymouth, MA· ~23 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

THE PENSO AGENCY LLC

Boston, MA· ~63 mi

Insurance Agencies and Brokerages

$37K
SBA financing: ≈ $73K–$122K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Montello Insurance Agency IncC in Hyannis, MA (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $50K
On record FY2025
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Hyannis, MA
Lender: TD Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in MA for ~$50k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/montello-insurance-agency-incc-ma
API:: https://dealroom.so/api/public/businesses/montello-insurance-agency-incc-ma
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Montello Insurance Agency IncC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Montello Insurance Agency IncC.